RWA
Roberts Wealth Advisors’s GSK GSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.23M | Buy |
84,194
+3,847
| +5% | +$148K | 0.93% | 39 |
|
|
2025
Q1 | $3.11M | Sell |
80,347
-40
| -0% | -$1.55K | 0.96% | 33 |
|
|
2024
Q4 | $2.64M | Sell |
80,387
-4,989
| -6% | -$164K | 0.8% | 41 |
|
|
2024
Q3 | $3.25M | Buy |
85,376
+1,760
| +2% | +$66.9K | 1.05% | 35 |
|
|
2024
Q2 | $3.23M | Buy |
83,616
+1,263
| +2% | +$48.8K | 1.1% | 33 |
|
|
2024
Q1 | $3.34M | Buy |
82,353
+1,916
| +2% | +$77.6K | 1.25% | 30 |
|
|
2023
Q4 | $9.57M | Buy |
80,437
+9,320
| +13% | +$1.11M | 1.49% | 26 |
|
|
2023
Q3 | $2.6M | Buy |
71,117
+3,125
| +5% | +$114K | 1.14% | 32 |
|
|
2023
Q2 | $2.42M | Buy |
67,992
+5,699
| +9% | +$203K | 1.07% | 34 |
|
|
2023
Q1 | $2.28M | Buy |
62,293
+6,690
| +12% | +$245K | 1.04% | 35 |
|
|
2022
Q4 | $1.96M | Sell |
55,603
-11,440
| -17% | -$404K | 0.95% | 43 |
|
|
2022
Q3 | $2.01M | Sell |
67,043
-14,864
| -18% | -$446K | 0.99% | 35 |
|
|
2022
Q2 | $3.47M | Buy |
81,907
+11,331
| +16% | +$480K | 1.51% | 18 |
|
|
2022
Q1 | $3.1M | Buy |
70,576
+4,157
| +6% | +$182K | 1.21% | 31 |
|
|
2021
Q4 | $2.9M | Buy |
66,419
+2,091
| +3% | +$91.3K | 1.05% | 33 |
|
|
2021
Q3 | $2.46M | Buy |
+64,328
| New | +$2.46M | 0.97% | 35 |
|